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Showing 11-20 out of 73
AU
Anonymous User
07/14/23
"Delighted with YCharts"
What do you like best about YCharts? YCharts is easy to navigate, find and analyze information, and can be used to create tables, charts and reports. We use it in an educational setting and it has been an amazingly useful tool for us.
AU
Anonymous User
07/14/23
"Delighted with YCharts"
What do you like best about YCharts? YCharts is easy to navigate, find and analyze information, and can be used to create tables, charts and reports. We use it in an educational setting and it has been an amazingly useful tool for us.
DO
Doug O
06/20/23
"Great and accurate data"
What do you like best about YCharts? YCharts has fantastic data and a website designed to display it through flexible visuals. The data is quickly updated each day and is accurate. Customer service is fantastic. Worth every penny.
DO
Doug O
06/20/23
"Great and accurate data"
What do you like best about YCharts? YCharts has fantastic data and a website designed to display it through flexible visuals. The data is quickly updated each day and is accurate. Customer service is fantastic. Worth every penny.
JB
Jerrad B
05/15/23
"Upgrade from Morningstar"
What do you like best about YCharts? I like the easy of use, flexiblity, options we have with the data and support staff. What do you dislike about YCharts?
VS
Vincent S
05/15/23
"Better than Morningstar Advisor Workstation and very easy to use."
What do you like best about YCharts? Simple to use and it is cloud-based, so that really helps us a lot. The amount of information at your fingertips is incredible and comparing fund performance using the charting system is a great visual for clients. To see your model portfolios all in one area is an amazing feature as well. The Dynamic Models for portfolio performance, alongside the ability to use an advisory fee is great for clients to see as well.
VS
Vincent S
05/15/23
"Better than Morningstar Advisor Workstation and very easy to use."
What do you like best about YCharts? Simple to use and it is cloud-based, so that really helps us a lot. The amount of information at your fingertips is incredible and comparing fund performance using the charting system is a great visual for clients. To see your model portfolios all in one area is an amazing feature as well. The Dynamic Models for portfolio performance, alongside the ability to use an advisory fee is great for clients to see as well.
JB
Jerrad B
05/15/23
"Upgrade from Morningstar"
What do you like best about YCharts? I like the easy of use, flexiblity, options we have with the data and support staff. What do you dislike about YCharts?
MA
Mohammad A
05/02/23
"Every easy to use with scalability and customization"
What do you like best about YCharts? Simplicity and ease of use and integration with MS excel What do you dislike about YCharts?
MA
Mohammad A
05/02/23
"Every easy to use with scalability and customization"
What do you like best about YCharts? Simplicity and ease of use and integration with MS excel What do you dislike about YCharts?
